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Privacy Policy Atlantic House Group Limited, Atlantic House Investments Limited and Albemarle Street Partners (“Our Companies”) are part of the Atlantic House Group of companies. This privacy policy will explain how our organisations uses the personal data we collect from you when you use our websites. Topics What data do we collect? How do we collect your data? How will we use your data? Purpose and legal basis for using your personal information How do we protect your information? Do we pass on your data to Third Parties? Do we have Third-party links on our Website? How do we store your data? Marketing What are your data protection rights? International data transfers What are cookies? Privacy policies of other websites Changes to our privacy policy How to contact us How to contact the appropriate authorities What data do we collect? Our Companies collect the following data: We collect information on the use of our site, where you are a registered user or explicitly give your personal details, this information will be linked to you, otherwise it will be anonymous; Personal identification information (Name, email address, phone number, etc.) or any other information about you that you disclose to us; Information we collect from the way you do business with us, such as or when you use our telephone services, websites or when you apply for our products or services; Details of any complaints or concerns raised by you. How do we collect your data? You directly provide Our Companies with most of the data we collect. We collect data and process data when you: Register online or place an order for any of our products or services. Use our website after registration or enter information on our website. Voluntarily complete a customer survey or provide feedback on any of our message boards or via email. Use or view our website via your browser's cookies. How will we use your data? Our Companies collect your data so that we can: Send periodic emails regarding your investments, related products and associated services. Target market and sales and to tailor and customise our services, communications and marketing for you, Follow up after correspondence (live chat, email, webinar or phone enquiries). Administer the "My Solutions" part of this website. Analyse and improve the technical function of this website. Process complaints. Comply with contractual obligations, regulatory requirements and in order to manage risk effectively. Enhance and develop our products and services, testing the quality and effectiveness of our products and services, and defining customer types and target markets. Enhance your user experience and monitor site performance. Administer our sites and for internal operations, including troubleshooting, data analysis, load management, testing, research, statistical and survey purposes. Purpose and legal basis for using your personal information We will process your personal data only in accordance with the applicable Data Protection Legislation. We will use your personal data for the purposes and on the legal bases set out in the table below. We do not rely on consent as a legal basis for processing your personal data. Where we have asked for your consent and you have given it, you have the right to withdraw it at any time by contacting us. You always have the right to unsubscribe from any direct marketing that you receive from us, by clicking the link that is included in each message or by contacting us. For more detail on your rights regarding your personal data, see below. This table describes in more detail the various categories of personal data we collect (as set out above in "What data do we collect") and the lawful ground on which we rely for processing this personal data. Category of personal data collected We collect information on the use of our site, where you are a registered user or explicitly give your personal details. Personal identification information (Name, email address, phone number, etc.) or any other information about you that you disclose to us. Information we collect from the way you do business with us, such as or when you use our telephone services, websites or when you apply for our products or services. Purpose for collection To manage and administer any of the services provided by us to you; For day to day operational and business purposes; Investor relationship management; for record keeping, security and/or training purposes; For any other specific purposes where you have given specific consent to that processing for those purposes; To carry out statistical analysis and market research; To comply with legal and regulatory obligations applicable to you and us including anti-money laundering and anti-terrorist financing (collectively “AML”) and fraud prevention purposes, including Office of Foreign Assets Control (OFAC) and Politically Exposed Persons (PEP) screening for these purposes and to comply with United Nations, European Union and other applicable sanctions regimes; Certain marketing purposes, unless you have opted out of this; and For other legitimate business purposes as may be determined by us from time to time. Category of personal data collected We collect information on the use of our site, where you are a registered user or explicitly give your personal details. Personal identification information (Name, email address, phone number, etc.) or any other information about you that you disclose to us. Information we collect from the way you do business with us, such as or when you use our telephone services, websites or when you apply for our products or services. Details of any complaints or concerns raised by you. For day to day operational and business purposes; Investor relationship management; For any other specific purposes where you have given specific consent to that processing for those purposes; To protect the rights, property, or safety of us, our clients, or others (which may include establishing, exercising or defending legal rights or for the purpose of legal proceedings); or for other legitimate business purposes as may be determined by us from time to time. Where we need to comply with a legal or regulatory obligation. Where it is necessary for our legitimate interests: To protect our business interests; To ensure that complaints are investigated; or To evaluate, develop or improve our products and services. How do we protect your information? Our website is scanned on a regular basis for security holes and known vulnerabilities to make your visit to our site as safe as possible. Do we pass on your data to Third Parties? We do not sell or trade your Personal Information. Do we have Third-party links on our Website? We do not include or offer third-party products or services on our website. How do we store your data? Our Companies securely stores your data in the Cloud. The Cloud services used to process personal data complies to ISO27017 certification, with adherence to the standard considered the best way of a supplier proving that it has met the GDPR principle of privacy by design, All Data and Applications are hosted in Microsoft 365’s multiple data centres which conform to the highest security standards and ISO requirements. Microsoft 365 uses Azure Active Directory and all accounts have Multi Factor Authentication enabled via Security policies. Our Companies will hold your personal information in line with our Record Keeping Policy. Once the time period has expired, we will securely delete your data. Marketing and email preferences We may send you information about our products and services that we think you might like. You can stop receiving these emails at any time: Click the “unsubscribe” link in any email we send you, or Email us directly at info@atlantichousegroup.com , and we’ll remove you from all future correspondence. You also have the right to stop us from sharing your information with other companies in the Our Companies Group. What are your data protection rights? Our Companies would like to make sure you are fully aware of all of your data protection rights. Every user is entitled to the following: The right to access - You have the right to request Our Companies for copies of your personal data. We may charge you a small fee for this service. The right to rectification - You have the right to request that Our Companies correct any information you believe is inaccurate. You also have the right to request Our Companies to complete information you believe is incomplete. The right to erasure - You have the right to request that Our Companies erase your personal data, under certain conditions. The right to restrict processing - You have the right to request that Our Companies restrict the processing of your personal data, under certain conditions. The right to object to processing - You have the right to object to Our Companies processing of your personal data, under certain conditions. The right to data portability - You have the right to request that Our Companies transfer the data that we have collected to another organization, or directly to you, under certain conditions. If you make a request, we have one month to respond to you. If you would like to exercise any of these rights, please contact us see below for our contact details. International data transfers We may transfer your personal data to countries outside the United Kingdom (UK), including countries within the European Economic Area (EEA) and other non-EEA countries. When we do so, we ensure that appropriate safeguards are in place to protect your personal data. These safeguards may include: Adequacy Decisions: Transfers to countries that have been deemed to provide an adequate level of data protection by the UK government or the European Commission. Standard Contractual Clauses (SCCs): We use standard contractual clauses approved by the UK Information Commissioner's Office (ICO) or the European Commission, which provide a mechanism to ensure that your data is protected when transferred internationally. International Data Transfer Agreement (IDTA): For transfers outside the UK, we may use the IDTA as approved by the ICO. Certification Mechanisms and Codes of Conduct: We may also use approved certification mechanisms or adhere to approved codes of conduct to ensure the protection of your data. Derogations for Specific Situations: In certain circumstances, we may rely on specific derogations as permitted by applicable data protection laws. We take all necessary steps to ensure that your data is treated securely and in accordance with this Privacy Notice and applicable data protection laws. What are cookies? Cookies are text files placed on your computer to collect standard Internet log information and visitor behaviour information. When you visit our websites, we may collect information from you automatically through cookies or similar technology. For further information on our cookie policy please click the link below www.atlantichousegroup.com/cookieinformation or visit allaboutcookies.org . Privacy policies of other websites Our website may contain links to other websites. Our privacy policy applies only to our website Changes to our privacy policy Our Companies keeps their privacy policy under regular review and places any updates on this web page. This privacy policy was last updated on 12 December 2024. How to contact us If you have any questions about Our Companies privacy policy, the data we hold on you, or you would like to exercise one of your data protection rights, please do not hesitate to contact us. Email us at: info@atlantichousegroup.com Call us: (+44) 020 7043 0100 Or write to us at: Atlantic House Investments Limited 135 Bishopsgate London EC2M 3TP How to contact the appropriate authority Should you wish to report a complaint or if you feel that Our Companies have not addressed your concern in a satisfactory manner, you may contact the Information Commissioner's Office. Website: https://ico.org.uk/global/contact-us/contact-us-public/ Telephone: 0303 123 1113

Being part of our community gives advisers the platform, both virtually and physically, to share ideas, leverage each other’s knowledge, solve problems, and come together for networking opportunities and events. Working with advisers Join other independently-minded advisers Being part of our community gives advisers the platform, both virtually and physically, to share ideas, leverage each other’s knowledge, solve problems, and come together for networking opportunities and events. Supporting advisers It takes a true partnership to help clients achieve their goals. Combining the best of financial planning, investment management and client service. Marketing support Marketing material to help you with the on-going communication with your clients. Reporting and commentary Regular reporting on all portfolios, market commentary and rebalancing notes. Events and webinars In person events to network with peers, and monthly webinars to keep you updated on our market views. Client communication Bespoke communication to help you on-board and communicate to your clients. Operational on-boarding support We have great relationships with all the relevant platforms and look to support you with any onboarding issues. Dedicated portal We offer dedicated portals with all the relevant factsheets, commentary and support material. We use Albemarle Street Partners illustration tool for an initial longer-term view of our clients’ potential investment journey, but it is also really useful for educating less experienced clients about the concept of investment risk, variable returns and the risk of running out of money. Paul Blight Head of Wealth Management, Tier One Capital The advisers in our community collaborate peer-to-peer. Alongside our annual conference the community meets throughout the year to explore the challenges of leading independent firms, showcase specialised insight around specific client groups and debate and discuss the latest market and investment trends. Charlie Parker Managing Director, Albemarle Street Partners Stay informed Empowering independent advisers with the latest insights and market updates. Sign up Get in touch Eleanor Williams Partnerships Director +44 020 7043 0100 eleanor.williams@aspim.co.uk Nathan McKerlie Partnerships Manager +44 07931 324 963 nathan.mckerlie@aspim.co.uk Sarah Kennedy Partnerships Manager +44 07931 324 888 sarah.kennedy@aspim.co.uk Ollie Vickers Partnerships Manager +44 07376 452 145 ollie.vickers@aspim.co.uk Press office: asp im@sharecomms.co.uk Follow us on LinkedIn Investor's guide to market Are you seeking resources to enhance your client discussions? Working closely with clients, we have crafted straightforward visuals that illustrate fundamental investment concepts in our investors' guide to markets. Get your free guide > Illustrations to support retirement planning Our free portfolio illustration tool supports the FCA's emphasis on retirement scenario planning. It assists advisers with clients during the decumulation and drawdown phase and helps strengthen the due diligence process. Find out more > Helping advisers thrive in their next steps Do you want to start your own business or elevate your existing business to the next stage of growth? Our business workshops are designed to help you with your next steps. Request workshop > Building a centralised investment proposition Building a centralised investment proposition. We work hand in hand with advice firms to create a centralised investment proposition which aligns with their advice philosophy and the specific needs of their clients. Find out more >

We are a discretionary investment manager, providing advisers and their clients with an investment service they can trust and that delivers good outcomes. With dependable support and cost-effective solutions tailored to a range of objectives and risk profiles, we help advisers grow their business while ensuring clients’ financial goals are met. ​ What we do Our mission is to deliver an investment service you can trust and dependable client support to help your business thrive. We provide cost-effective solutions tailored to a range of investment objectives and risk profiles. Model portfolios A comprehensive range of risk-profiled model portfolios following a robust data-led investment strategy. ASPIM Growth The growth portfolios are for investors who are looking for growth and income by investing in a diversified range of assets and markets worldwide. Find out more > ASPIM Index The index portfolios are for investors who are looking to invest in a diversified range of assets and markets worldwide through passive vehicles. Find out more > ASPIM ESG The ESG portfolios are for investors who are looking to exclude investments in certain parts of the market whilst also pursuing positive change through their investments. Find out more > Model portfolio service ASPIM Growth has been awarded the Defaqto Gold rating for its Discretionary Fund Management (DFM) service for three consecutive years. ASPIM Growth Portfolios Investing for growth (MPS) The growth portfolios are for investors who are looking for growth and income by investing in a diversified range of assets and markets worldwide. MPS portfolio Factsheet Defaqto risk ratings at May 2025. EV standard 1-10, 20 years, at Q2 2025. Dynamic Planner Q1 2025. Past performance is not a guide to future performance. ASPIM Index Portfolios Investing in passive (MPS) The index portfolios are for investors who are looking to invest in a diversified range of assets and markets worldwide through passive vehicles. MPS portfolio Image ASPIM ESG Portfolios Investing ethically (MPS) The ESG portfolios are for investors who are looking to exclude investments in certain parts of the market whilst also pursuing positive change through their investments. MPS portfolio PDF image Important documents Title PDF Multi-asset funds Our multi-asset funds are managed using the same investment strategy as our model portfolios. This approach blends the strengths of our active growth portfolios with additional exposure to diverse asset classes like gold and emerging market debt. Atlantic House Investments is the Investment Adviser for the funds. The authorised corporate director (ACD) is Margetts Fund Management. Prima Cautious Fund Prima Balanced Fund Prima Adventurous Fund Find out more > Why choose us? A proven investment approach Our investment strategy is disciplined, data-led, and academically grounded. We analyse market signals, anticipate trends, and use real-time data to understand changing economic conditions. We’re mindful of behavioural biases, staying focused on the data, not the noise in the market. A community of independently-minded advisers When you partner with Albemarle Street Partners, you join a dynamic community of advisers, from small independent practices to large networks, united by a commitment to delivering good client outcomes. Support you can rely on Our dedicated team supports advisers at every stage of the client journey, providing cost-effective investment solutions, timely market updates, and expert insights that help advisers deliver lasting value and meaningful outcomes for their clients. Independently risk profiled Platform partners How we manage portfolios We believe in the advantages of evidence-based research and the importance of understanding both historical and forward-looking data. Discover more about our philosophy and our approach to investment management. Find out more > Get in touch If you would like to discuss your specific requirements, please contact the team directly or email team@aspim.co.uk .

This Privacy Policy explains how we collect your personal data, how we use it, and the steps we take to protect it. Website terms of use This website is exclusively for professional advisers only. Private investors should contact their financial adviser. Please read these terms carefully before using our website as they contain important information about how you may use the website. By using this website, you confirm that you agree to be bound by these Terms of Use. If you don't agree to these Terms of Use you should not use this website. The Privacy and Cookie Policies apply to your use of the Atlantic House Group website. By using this website, you are consenting to us processing any personal data that you provide to us or that we collect from you because of your use of our website. Our Privacy and Cookie Policy set outs what we do with that personal data. All calls may be recorded for training and monitoring purposes. In the unfortunate circumstances you have any cause to make a complaint please email: info@atlantichousegroup.com or write to us at Atlantic House, 135 Bishopsgate, London EC2M 3TP. About us This website is issued by Atlantic House Group Limited (Registered no: 09770730) and the contents of this website are communicated by, and the property of Albemarle Street Partners (ASP). Albemarle Street Partners is a trading name of Atlantic House Investments Limited (AHI). Registered Office: One Eleven Edmund Street, Birmingham. B3 2HJ.A. Registration number: 11962808. AHI is authorised and regulated by the Financial Conduct Authority (FRN: 931264). AHI is a wholly owned subsidiary of Atlantic House Group Limited. Intellectual property We, or our licensors, own the copyright and all other intellectual property rights in our website and all content on it, including the Atlantic House Group of companies logos, names and trademarks. Unless specifically prohibited by a notice on any page, you may print or download individual sections of this website for your own personal information and use only, provided that you retain all copyright and other proprietary notices. You must not use, extract or reproduce logos or any content from our website for commercial purposes without first obtaining the written consent of Atlantic House or any party which licenses any content to us. If you use, download, print or reproduce content from our website in breach of these Terms of Use your right to use our website will immediately end and you must return to us or destroy (at our option) all digital and paper copies of the content that you have made. Third Party Links Our website may contain links to other websites from time to time, including to pages and other websites operated by us or by a third party operating on our behalf. Where our website contains links to other websites and resources provided by third parties, these links are provided for your information and for your convenience only. We have no control over the contents of those sites or resources, we accept no responsibility for them and you shouldn’t take our providing these links as an endorsement or guarantee by us of the websites or the information on them. You must not link to this website in a way that implies endorsement or partnership without our permission. Viruses We don't guarantee that our website will be free from malicious programs or materials, bugs or viruses. You're responsible for configuring your information technology and software to access this website and should use your own virus protection software. Responsibility for loss or damage We do not exclude or limit in any way our liability to you where it would be unlawful to do so. This includes liability for: death or personal injury as a result of our negligence; fraud or fraudulent misrepresentation. We won't be liable to you for any loss or damage (even if foreseeable) arising under or in connection with: use of, or inability to use, our website; use of or reliance on any content displayed on our website; or viruses, distributed denial-of-service attack, or other technologically harmful material that may infect your computer equipment, computer programs, data or other proprietary material due to your use of our website or to your downloading of any content on it, or on any website linked to it. We accept no liability for the information contained on any third-party websites linked to on our website and we won't be liable for any loss or damage that may arise from your use of them. These Terms of Use (and any non-contractual obligations arising out of or in connection with them) are governed by the law of England and Wales and the courts of England and Wales have exclusive jurisdiction to determine any dispute arising out of or in connection with them (including without limitation in relation to any non-contractual obligations).

This target market information is for financial advisers only and supports target market assessments. Target market This Target Market information is prepared for financial advisers who use Albemarle Street Partners Managed Portfolio Service (the “MPS service") on behalf of their clients. It describes the Target Market for our portfolios which are offered as part of the MPS service and should be read in conjunction with other documentation such as the Fair Price and Value Assessment and other important information on our website. This information is intended for financial advisers only to complete target market assessments. Financial advisers should ensure their own target markets assessments are conducted and all their regulatory obligations are adhered to. The financial adviser is responsible for assessing suitability and supporting the client with understanding the nature and risks of the MPS service being provided by Albemarle Street Partners. Who is the MPS service available to? The MPS service is only available to UK retail and professional investors via a financial adviser or eligible counterparty. Investors must be willing and able to bear a partial loss of their capital and have a long-term time horizon of at least five years or more. What is your target Market for the MPS service? We would expect our MPS service to be recommended to clients who: Have an investment time horizon of five years or more. Are happy to take some investment risk. Understand they may experience a loss. Have a financial adviser who can assess their suitability and risk appetite. Are happy for their assets to sit on an investment platform. Who is your MPS service not suitable for? We would not expect our MPS service to be recommended to clients who: Have an investment time horizon of less than five years. Expect full capital preservation, or full monies back. Have no tolerance for any loss. Require a guaranteed income. Have no financial adviser. Are not happy to for their assets to sit on an investment platform. What knowledge and experience are they suitable for? Our MPS service is available to all levels of investor knowledge and experience (Low, Medium and High). What investors needs and objectives does the MPS service meet? Our MPS service is designed for investors seeking a range of financial objectives, including capital growth, income provision, or a combination of both. Please see the relevant documentation for specific objectives for each portfolio. How do you measure the portfolios' risk tolerances? We target specific volatility levels on each portfolio, these are reviewed regularly by our investment committee to ensure they remain within the required parameters. Additionally, the portfolios undergo independent risk profiling by Dynamic Planner, Defaqto, and EValue. For the latest independent risk rating, please consult your preferred risk profiler. What is your distribution strategy? Our MPS service is not available on an execution only basis. Any investment into our products should be via a financial adviser. Vulnerable clients Any investment into our products must be via a financial adviser. The financial adviser is responsible for having a vulnerable client policy in place and for accessing any client vulnerabilities. Careful consideration of any conclusions which could have a bearing on vulnerable clients should be made reviewing the Target Market guide and any findings acted upon. We have a broader commitment to build understanding of client vulnerability amongst our adviser clients. Please download the full Target Market guide for more information.

Albemarle Street Partners has a simple objective To deliver well managed investment solutions, which demonstrate value for money, whilst not compromising on the quality of investment, or on the level of service we give our clients. We constantly ask ourselves how we can do better When an adviser decides to work with us, we do our upmost to support them and their business. If they are struggling with a challenge, we will be there to help them solve it. We constantly ask ourselves how we can do better When an adviser decides to work with us, we do our upmost to support them and their business. If they are struggling with a challenge, we will be there to help them solve it. Committed to making a difference We are a team of experienced, committed and value-led investment professionals with a clear purpose to make a lasting difference and a positive impact on the advisers we work with and the financial ambitions of their clients. Service is at the heart of what we do We pride ourselves on speedy, responsive support for our partner firms and the ability to draw on the deep expertise of Albemarle Street Partners. Our team delivers regular portfolio updates, tailored marketing support, and timely investment insights to ensure advisers remain informed and confident in their client conversations. A new chapter for our business Our parent company, Atlantic House, has agreed to be acquired by WisdomTree. We expect this transaction to complete in the second quarter of 2026, subject to regulatory approval.   Find out more. A talented team of individuals We are a close-knit, talented team that constantly challenges one another, learns from our mistakes, and acts with humility. Our people > Our board > Atlantic House Group >

Our Tailored Model Portfolio Service helps advisers create investment solutions aligned with their clients’ goals and mapped to the right risk profiles, supporting fair outcomes and positive client experiences. ​ Tailored model portfolio service Our Tailored Model Portfolio Service helps advisers create investment solutions aligned with their clients’ goals and mapped to the right risk profiles, supporting fair outcomes and positive client experiences. Delivered through the platforms advisers already use, our solutions integrate seamlessly with existing systems and tools, ensuring efficiency, transparency, and consistent oversight. Understanding your needs Our first priority is to fully understand your needs. We examine your advice philosophy, your clients’ needs and your target pricing point before making a proposal to you. This will include a full understanding of your approach to risk, your preferred platforms and your hopes for the on-going relationship. Building the portfolios on your platform of choice Your portfolios are constructed and we will agree your benchmarks in advance. At this stage we also ensure we have a robust communication and migration strategy in place. Managed within agreed risk parameters and mapped to your risk profiler of choice Our investment team works to optimise the asset allocation within the portfolio objectives, whilst also optimising underlying investment holdings for the associated platform. Our portfolios are mapped by several risk profilers. Quarterly investment committee Once your portfolios are fully constructed your investment committee meeting will take place every quarter at your office. Detailed reporting and commentary We work closely with you on an on-going basis, consistently evaluating and reporting on the effectiveness of the investment mandate. We also release detailed monthly commentary and factsheets and quarterly rebalancing reports. Business support to help with growth objectives We are always looking at ways where we can support our partner firms, going beyond just providing investment solutions but adding real value to your business. Get in touch If you would like to discuss your specific requirements, please contact the team directly or email team@aspim.co.uk .

Learn how our model portfolios (MPS) and multi-asset funds can support your requirements across a range of client outcomes. ASPIM Growth It takes a true partnership to help clients achieve their goals. Combining the best of financial planning, investment management and client service. Multi-asset funds Our multi-asset fund range consists of three risk profiled funds designed to blend the strengths of our ASPIM Growth portfolios with additional exposure to diverse asset classes like gold and emerging market debt. The funds are managed using the same investment strategy as our model portfolios. Atlantic House Investments is the Investment Adviser for the funds. The Authorised Corporate Director (ACD) is Margetts Fund Management. Key benefits 3 actively managed funds Multi-asset approach Fees Annual management charge (AMC) A Acc: 0.50% Inc: 0.10% (ACD fee only) if accessed via our MPS service Acc: 0.10% (ACD fee only) if accessed via our MPS service Ongoing charges (OCF)* A Acc: 0.69% (capped) Inc: 0.29% (ACD fee only) if accessed via our MPS service Acc: 0.29% (ACD fee only) if accessed via our MPS service *at 31.10.2025. Based on Prima Balanced Fund. See factsheet for latest OCFs. Independently risk profiled by: Strategic asset allocation Prima Cautious Prima Balanced Prima Adventurous Equity Fixed interest Alternatives Cash For illustrative purposes only. The Strategic Asset Allocation (SAA) is reviewed and updated annually. Data at 30.11.2025. Please refer to the latest fund information sheet for the current asset allocation. Related documents Fund Information sheet Prima Cautious Fund Prima Balanced Fund Prima Adventurous Fund Dealing directly For advisers who wish to deal directly into the fund, they can do so directly with Margetts Fund Management dealing desk on 0345 607 6808 . Visit Margetts Fund Management for further information. MPS Brochure SERVICES COMMERCIAL Read More SERVICES INDUSTRIAL Read More SERVICES RESIDENTIAL Read More

Annual report 2024 The year we now head into is one in which recovery can take root across the world, without the heavy burden of rising inflation and with the tailwind of falling interest rates.

Providing financial advisers and paraplanners with timely content, educational videos, and practical guides to help support conversations. ASPIM Growth It takes a true partnership to help clients achieve their goals. Combining the best of financial planning, investment management and client service. ASPIM Growth The growth portfolios are for investors who are looking for growth and income by investing in a diversified range of assets and markets worldwide. Key benefits 10 portfolios, risk profiled 2-11 Multi-asset portfolios Actively managed portfolios Fees DFM fee 0.25% Ongoing charge (OCF) 0.49%* *at 31/03/2026. Based on ASPIM Growth 5. See factsheet for latest OCFs. Independently risk profiled by: Strategic asset allocation ASPIM Growth 2 ASPIM Growth 3 ASPIM Growth 4 ASPIM Growth 5 ASPIM Growth 6 ASPIM Growth 7 ASPIM Growth 8 ASPIM Growth 9 ASPIM Growth 10 ASPIM Growth Equity Equity Fixed interest Alternatives Cash For illustrative purposes only. The Strategic Asset Allocation (SAA) is reviewed and updated annually. Data at 30.11.2025. Please refer to the latest factsheet for the current asset allocation. Related documents Portfolio Factsheet ASPIM Growth 2 ASPIM Growth 3 ASPIM Growth 4 ASPIM Growth 5 ASPIM Growth 6 ASPIM Growth 7 ASPIM Growth 8 ASPIM Growth 9 ASPIM Growth 10 ASPIM Growth Equity MPS Brochure SERVICES COMMERCIAL Read More SERVICES INDUSTRIAL Read More SERVICES RESIDENTIAL Read More